TAP
PM icon

TSG Advice Partners’s Philip Morris PM Stock Holding History

TSG Advice Partners’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$703K Buy
4,249
+111
+3% +$19.3K 0.11% 67
2025
Q4 		$664K Buy
+4,138
New +$641K 0.1% 53

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TSG Advice Partners's PM Position: Q1 2026 in Review

TSG Advice Partners increased its Philip Morris (PM) stake by 2.7% in Q1 2026, buying an estimated $19.3K and bringing the position to 4,249 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #67.

TSG Advice Partners first reported a position in PM in Q4 2025 and has held it in 2 quarters since. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • TSG Advice Partners held 4,249 shares of Philip Morris worth $703K as of Q1 2026.
  • TSG Advice Partners bought 111 Philip Morris shares in Q1 2026, an estimated $19.3K.
  • Philip Morris made up 0.11% of TSG Advice Partners's portfolio in Q1 2026, its #67 holding.
  • TSG Advice Partners first reported a position in Philip Morris in Q4 2025 and has held it in 2 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.